TraderTrends

Manager Profile

ENGINE NO. 1 LLC

Diversified · Industrials 42%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q3 2025

Location

San Francisco, CA

Portfolio Value

$88.6M

Latest reported 13F value

Holdings

6

Distinct positions in last filing

Top Position

POWELL INDS INC

Latest disclosed holding

Top 4

739128106 VRT FSLR HRI 78463V107

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Industrials
41.8%
Technology
11.9%
Basic Materials
0%
Communication Services
0%
Consumer Cyclical
0%
Consumer Defensive
0%
Energy
0%
Financial Services
0%
Healthcare
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q3 2025
Largest Positions

Top 5 largest positions by current portfolio value.

1
POWELL INDS INC

Shares: 119K

36.3M

Position Value
2
Vertiv Holdings Co

Shares: 160K

24.1M

Position Value
3
First Solar Inc

Shares: 48K

10.6M

Position Value
4
Herc Holdings Inc

Shares: 74K

8.6M

Position Value
5
SPDR GOLD TR

Shares: 13.1K

4.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID